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Fund Structuring

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Well-established – our fund structuring expertise

Our lawyers’ fund structuring expertise includes all asset classes. We can advise on establishing retail funds and special funds for (semi-)professional investors, regardless of whether it involves open-ended funds or closed-end funds.

Our advice on fund structuring extends from designing the various funds through the drafting and finalisation of fund documents to ongoing support in all matters relating to compliance, distribution and tax.

Our fund structuring experts can also assist with adapting existing fund structures to comply with legislative changes, especially with regard to regulatory aspects.

25/09/2020
Future facing funds
The world in which the international funds industry operates is changing at unprecedented speed. The economic consequences of Covid-19 present a massive challenge to some funds and an opportunity to others...

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17/01/2023
CMS advises Warburg Bank on sale of Warburg Invest AG to Bantleon
Hamburg – Warburg Bank has sold all the shares in Warburg Invest AG to Bantleon AG as part of adopting a more focused strategy on institutional asset management. Warburg Invest AG is a German investment...
13/06/2022
CMS advises Hauck & Aufhäuser Innovative Capital on structuring crypto...
Düs­sel­dorf/Frank­furt/Main – Hauck & Aufhäuser Innovative Capital Kapit­al­ver­wal­tungs­gesell­schaft mbH (HAIC), a subsidiary of Hauck Aufhäuser Lampe Privatbank AG, has launched its own open-ended special...
02/07/2021
CMS advises Fuse Venture Partners on investment in Forto’s USD 240m fundraising
International law firm CMS has advised Fuse Venture Partners on its investment in partnership with Cherry Ventures, in the USD 240m Series C+ funding raised by logistics solutions provider Forto.  The...
24/02/2021
CMS advises EnBW on investment by Commerz Real in portfolio of 14 onshore...
Stuttgart – EnBW Energie Baden-Württem­berg AG has sold 49.9% of the shares in a portfolio comprising 14 onshore wind farms with 47 wind turbines and total output of 133 MW to Commerz Real’s Klimavest...
23/12/2020
CMS advises DIC Asset on acquisition of LOOK21 building in Stuttgart
Frankfurt am Main – DIC Asset AG has acquired section B of the LOOK 21 property in the centre of Stuttgart for around EUR 122 million on behalf of a special AIF, with effect from the start of the new...
23/12/2020
CMS advises DIC Asset on acquisition of municipal building at Kleyerstraße...
Frankfurt/Main – DIC Asset AG is acquiring the property located at Kleyerstraße 86 in Frankfurt am Main at the start of the new year in a share deal on behalf of several institutional investors. Shares...
25/09/2020
Future facing funds
The world in which the international funds industry operates is changing at unprecedented speed. The economic consequences of Covid-19 present a massive challenge to some funds and an opportunity to others...
04/12/2019
CMS advises listed real estate company DIC Asset on acquisition of landmark...
Frankfurt/Main – DIC Asset AG has acquired the Stadthaus building in Cologne for around EUR 500 million via its subsidiary GEG German Estate Group AG, a company in its Institutional Business division...
11/09/2019
Private Health Insurance Association advised by CMS on establishing venture...
Frankfurt/Main – Germany’s Private Health Insurance Association (PKV) has launched the “heal capital” venture capital fund together with Berlin-based digital health investors Heartbeat Labs and...
08/07/2019
First private VC fund in former East Germany: CMS advises on launch of...
Frankfurt/Main / Leipzig – Smart Infrastructure Ventures Fund I GmbH & Co KG, which describes itself as the first private venture capital fund in the former East Germany, has been formally launched...
19/06/2019
CMS advices investment firm Peakside on blockchain-based real estate fund
Munich – Peakside Capital Advisors AG launched a real estate fund via the funds-as-a-ser­vice blockchain platform ScalingFunds, operated by Brickblock Digital Services GmbH. The Luxembourg domiciled...
15/01/2019
CMS acts as transaction counsel on sale of Aachen police HQ to investor...
Co­logne/Düs­sel­dorf – As the developer of the project, HOCHTIEF PPP Solutions has sold the new police headquarters in Aachen to a group of institutional investors. Construction was handled by HOCHTIEF...